See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,810 | $101,724+107.2% | $164,813+27.9% | $80,856+160.7% |
| Participation rate | 89.7% | 71.8%+17.9pp | 78.6%+11.1pp | 67.6%+22.1pp |
| Annual return | 17.81% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,761 | $2,953-6.5% | $4,341-36.4% | $2,755+0.2% |
| Participant deferral / active EE | $4,588 | $4,477+2.5% | $6,031-23.9% | $4,296+6.8% |
| Admin fee / account holder | $18,822 | $8,227+128.8% | $12,690+48.3% | $6,918+172.1% |